WEST CHESTER CAPITAL ADVISORS, INC
RIA/Wealth
WEST CHESTER CAPITAL ADVISORS, INC is a RIA/Wealth based in Johnstown, PA led by Frank Joseph Lapinsky, reporting $1.1B in AUM as of Q3 2025 with 88% ETF concentration, 82% concentrated in top 10 holdings, and 41% allocation to VOO.
CEOFrank Joseph Lapinsky
- Portfolio Value
- $197.9M
- Positions
- 58
- Top Holding
- VOO at 40.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WEST CHESTER CAPITAL ADVISORS, INC's portfolio (81.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $80.2M | 40.52% | +$6.8M Bought | — 131.0K shares | |
ETF ETF | $23.1M | 11.68% | +$296.8K Bought | — 239.6K shares | |
ETF ETF | $21.7M | 10.97% | -$757.7K Sold | — 181.7K shares | |
ETF ETF | $9.8M | 4.94% | +$736.8K Bought | — 171.8K shares | |
ETF ETF | $9.2M | 4.65% | -$1.1M Sold | — 156.5K shares | |
ETF ETF | $7.7M | 3.89% | -$1.2M Sold | — 145.1K shares | |
ETF ETF | $3.1M | 1.58% | -$110.7K Sold | — 57.8K shares | |
Banks - Regional Financial Services | $2.6M | 1.31% | -$152.3K Sold | 5.39% 890.8K shares | |
Consumer Electronics Technology | $2.4M | 1.20% | -$298.4K Sold | 0.00% 9.3K shares | |
Drug Manufacturers - General Healthcare | $2.2M | 1.13% | -$132.8K Sold | 0.00% 2.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WEST CHESTER CAPITAL ADVISORS, INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+500.0% | |
+22.95% | |
+9.23% | |
+8.16% | |
+3.9% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-79.15% | |
-77.72% | |
-76.54% |
Analytics
Portfolio insights and performance metrics for WEST CHESTER CAPITAL ADVISORS, INC
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